MWM

Meridian Wealth Management Portfolio holdings

AUM $2.34B
1-Year Est. Return 23.51%
This Quarter Est. Return
1 Year Est. Return
+23.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$5.69M
3
+$5.54M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$5.52M
5
MPC icon
Marathon Petroleum
MPC
+$4.75M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.66%
2 Consumer Staples 7.61%
3 Consumer Discretionary 7.39%
4 Energy 7.2%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$369K 0.29%
+7,176
77
$369K 0.29%
+13,673
78
$351K 0.28%
+4,526
79
$348K 0.28%
+7,250
80
$340K 0.27%
+6,120
81
$333K 0.26%
+2,882
82
$332K 0.26%
+2,711
83
$332K 0.26%
+13,100
84
$329K 0.26%
+47,168
85
$325K 0.26%
+7,275
86
$318K 0.25%
+4,200
87
$304K 0.24%
+7,446
88
$299K 0.24%
+17,145
89
$294K 0.23%
+7,816
90
$292K 0.23%
+4,458
91
$288K 0.23%
+3,500
92
$287K 0.23%
+10,000
93
$286K 0.23%
+2,648
94
$286K 0.23%
+5,472
95
$282K 0.22%
+3,258
96
$281K 0.22%
+4,618
97
$279K 0.22%
+10,319
98
$276K 0.22%
+26,740
99
$269K 0.21%
+8,816
100
$264K 0.21%
+11,096
2 3
4
5 6